For staffing client-development teams
Use Trellus to work client contact lists in a supported CRM. Keep the account context close while you ask about hiring needs, timing and the next useful discussion.
Build your client business development around account context and hiring decision-makers.
Relationship · owner · reason to call
Need · decision-maker · timing
Confirmed facts · questions · owner
HubSpot calling in practice
The HubSpot walkthrough shows a rep opening Trellus from Contacts, choosing a dialing mode and moving into a connected call. The rep reviews the notes and disposition, logs the call and checks the saved contact activity.
Evaluate that sequence with a client-development list: can the rep see the relationship, capture what the hiring contact actually confirmed and leave a useful next step for the account team?
Explore the HubSpot integration
From a HubSpot contact to reviewed activityProduct walkthrough · 2:32
Prepare for the client’s situation
A new account, an active hiring need and an existing relationship deserve different questions. The examples below are prompts to adapt, not a prescribed script.
Find out how the company approaches hiring and who owns the relevant decisions.
“When you need to add this kind of role, how does the team usually handle it?”
Record: the current approach, the person involved and whether another discussion is useful.
Clarify what has changed, what the client needs to understand next and the timing they can confirm.
“What makes this hire important now, and what still needs to be decided?”
Record: the stated need, the timing and the questions to resolve in a fuller brief.
Return to the last conversation and let the client explain what has changed.
“When we last spoke, the plan was to revisit this after the team review. Where did that land?”
Record: what changed, what remains open and when the client wants to speak again.
Keep the brief honest
A first conversation may uncover a potential need without establishing a complete assignment. Review notes with that distinction in mind before handing the account to someone else.
Start with a supported CRM such as HubSpot. Review any ATS connection separately; candidate, job and placement records stay in the systems that manage them.
Your pilot checklist
Tick off what your team has decided. This stays on this page and is never submitted.
Before you hand off the account
Use your normal CRM process to save the facts, open questions and owner. Check the saved activity so the account team has the details it needs.
Check the calling setup
A few practical questions
Bring the details of your platform and calling process to the conversation.
This workflow is for client business development: talking with hiring decision-makers about staffing needs, timing and the next discussion. Build the list around client accounts and leave the account team a clear brief.
See the calling workflowStart with the supported-platform directory and check your exact system. The workflow here uses HubSpot client contacts. Review any ATS connection, including candidate, job or placement records, separately before planning a rollout.
Check supported platformsCapture what the client confirmed about the hiring need, the person involved, the timing and the agreed next conversation. Mark unanswered questions clearly. Keep candidate and placement work in the systems your team uses for those records.
Watch the call review and logging flowUse a client contact list your team already manages. Choose a focused group of accounts and give the rep a reason to call, the relationship context and a useful question about hiring needs. Trellus supports the calling and conversation-review workflow.
Try the illustrative product tourStart with the client conversation
See how a rep can work a client list, review the call and leave context for the next owner.
